Institutional Ownership Spdr S&P 400 Mid Cap Growth Et (MDYG)
This table provides information about the institutional ownership of Spdr S&P 400 Mid Cap Growth Et (MDYG). We have compiled data on the 438 institutions that hold shares in the stock, with a total of 20.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
76,012
shares
|
$6.85 Million
2.46% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
72,088
shares
|
$6.49 Million
0.79% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
72,045
shares
|
$6.49 Million
0.08% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
70,964
shares
|
$6.39 Million
0.03% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
70,562
shares
|
$6.35 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
69,643
shares
|
$6.27 Million
1.3% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
68,691
shares
|
$6.19 Million
0.18% of portfolio
|
Q3 2025
Added 9.45%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
67,945
shares
|
$6.12 Million
0.0% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
65,503
shares
|
$5.9 Million
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
63,811
shares
|
$5.75 Million
1.72% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
63,203
shares
|
$5.69 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.85%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Nov 06, 2025 Q3 2025 |
60,476
shares
|
$5.45 Million
2.57% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
57,702
shares
|
$5.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
53,328
shares
|
$4.8 Million
0.03% of portfolio
|
Q2 2025
Added 28.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
52,409
shares
|
$4.72 Million
0.01% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
52,395
shares
|
$4.72 Million
0.59% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 09, 2025 Q3 2025 |
51,797
shares
|
$4.66 Million
1.09% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
49,372
shares
|
$4.45 Million
0.4% of portfolio
|
Q3 2025
Added 45.52%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
47,437
shares
|
$4.27 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
47,251
shares
|
$4.26 Million
0.41% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
46,872
shares
|
$4.22 Million
0.34% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
46,324
shares
|
$4.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.22%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
45,769
shares
|
$4.12 Million
0.56% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
44,662
shares
|
$4.02 Million
0.0% of portfolio
|
Q3 2025
Added 36.12%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
43,380
shares
|
$3.91 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.31%
|
|